ALTERNATIVE ENERGY RESOURCES ORG (EIN 810350698) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1974

Legal Domicile

Principal Officer

ROBIN KELSON

Phone

4064437272

Tax Period

2023-01-01 to 2023-12-31

ALTERNATIVE ENERGY RESOURCES ORG, founded in 1974, is a small nonprofit in the Environment sector that reported $508K in total revenue in fiscal year 2023. Revenue surged 20% from the prior year, signaling strong growth momentum. Expenses of $576K exceeded revenue, resulting in a 13% operating deficit.

Mission

GRASSROOTS AND STATEWIDE AERO PROMOTES A MORE SUSTAINABLE MONTANA FOR ALL, WORKING AT THE INTERSECTION OF RENEWABLE ENERGY, STEWARDSHIP AGRICULTURE, AND COMMUNITY FOOD SYSTEMS. OUR NICH IS PROVIDING PRACTICAL, SOLUTION-BASED EDUCATION THAT FILLS INFORMATION GAPS SO AS TO PRODUCE A LASTING FOUNDATIONAL CHANGE IN MONTANA COMMUNITIES AND ENTERPRISES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $357,841

Program Service Revenue $150,020

Investment Income $0

Other Revenue $0

TOTAL REVENUE $507,861

Expense Breakdown

Grants Paid $0

Salaries & Benefits $351,784

Fundraising Expenses $45,041

Program Expenses $468,272

Other Expenses $224,626

TOTAL EXPENSES $576,410

Year-over-Year Comparison

	2023	2022	Change
Revenue	$507,861	$422,446	+0.2%
Expenses	$576,410	$448,416	+0.3%
Net Income	$-68,549	$-25,970	+1.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBIN KELSON	EXECUTIVE DIRECTOR	40.00		$59,074	$0	$59,074
ERIN AUSTIN	DIR OF COMMUNITY PARTNERS/SALES	40.00		$51,866	$0	$51,866
SAMANTHA MCGOWAN	DIRECTOR OF MARKETING/COMMUNICATION	40.00		$49,796	$0	$49,796
ANDREW SHANEFELT	DIRECTOR OF OPERATIONS	40.00		$31,450	$0	$31,450
ROB BYRON	Director	1.00	Director	$0	$0	$0
JEREMY NADISON	Director	1.00	Director	$0	$0	$0
COLTER SCHROEDER	Chairman	4.00	Officer	$0	$0	$0
ADA SMITH	VICE-CHAIR/SECR	4.00	Officer	$0	$0	$0
RICHARD DONOVAN	Treasurer	4.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$507,861	$576,410	$265,802	$-68,549
2022	$422,446	$448,416	$333,969	$-25,970
2021	$338,328	$279,865	$359,173	$58,463
2020	$186,849	$212,260	$329,748	$-25,411
2019	$388,095	$202,071	$237,581	$186,024
2018	$244,300	$244,168	$47,758	$132

ALTERNATIVE ENERGY RESOURCES ORG